Adam Patrick Keller
CFP®Professional Summary
Adam Patrick Keller, CFP® is a registered financial advisor currently at APEIRON located in Dallas, Texas. Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Adam has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
APEIRON | THREE OAKS ADVISORY GROUP | GIBSON WEALTH MANAGEMENT | CANVAS WEALTH ADVISORS | ATLAS WEALTH ADVISORS LLC | ATLAS WEALTH ADVISORS | APEIRON RIA LLC | APEIRON PLANNING PARTNERS
Contact Information
Main Address
10000 North Central Expressway Suite 700, Dallas, TX 75231Phone Number
(972) 421-2068# of Employees
17SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,387AUM (Assets Under Management)
$852,000,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
APEIRON | THREE OAKS ADVISORY GROUP | GIBSON WEALTH MANAGEMENT | CANVAS WEALTH ADVISORS | ATLAS WEALTH ADVISORS LLC | ATLAS WEALTH ADVISORS | APEIRON RIA LLC | APEIRON PLANNING PARTNERS
State Registrations and Notice Filings
(8/4/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Adam Patrick Keller's CRS (Customer Relationship Summary).
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